See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,896 | $167,307-48.1% | $143,757-39.6% | $134,475-35.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.57% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $10,084 | $5,619+79.5% | $4,951+103.7% | $4,740+112.8% |
| Participant deferral / active EE | $8,559 | $6,446+32.8% | $5,637+51.8% | $6,400+33.7% |
| Admin fee / account holder | $4,700 | $18,088-74.0% | $14,673-68.0% | $11,426-58.9% |